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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $537,623 | $168,635+218.8% | $147,617+264.2% | $125,389+328.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.91% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $41,520 | $6,252+564.1% | $5,564+646.2% | $4,866+753.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $27,404 | $13,580+101.8% | $11,612+136.0% | $9,541+187.2% |